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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
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50
100
250
500
1,000
2,500
5,000
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50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 601 |
NB
601
Norinchukin Bank
Tokyo,
Japan
| $5.08B | +$435M | +9% | 8.96% | 93.3% | 571 | 6.65% |
|
| 602 |
OMC
602
Old Mission Capital
Chicago,
Illinois
| $5.05B | +$1.52B | +43% | 4.53% | 55.3% | 2,156 | 66.37% |
|
| 603 |
TCM
603
Tenor Capital Management
New York
| $5.03B | +$832M | +20% | 0.2% | 4.73% | 647 | 25.19% |
|
| 604 |
RCWMU
604
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $5.03B | +$519M | +12% | 8.21% | 43.3% | 31 | 3.23% |
|
| 605 |
SCM
605
Smead Capital Management
Phoenix,
Arizona
| $5.02B | +$343M | +7% | 1.53% | 72.5% | 29 | 10.34% |
|
| 606 |
EWM
606
Evercore Wealth Management
New York
| $5.02B | +$244M | +5% | 8.08% | 84.8% | 420 | 9.29% |
|
| 607 |
FCBT
607
First Citizens Bank & Trust
Raleigh,
North Carolina
| $5.01B | +$1.71B | +52% | 6.1% | 60.3% | 343 | 12.54% |
|
| 608 |
KCM
608
Kornitzer Capital Management
Shawnee Mission,
Kansas
| $5.01B | +$72.8M | +1% | 6.74% | 78.1% | 514 | 9.34% |
|
| 609 |
CAM
609
Cresset Asset Management
Chicago,
Illinois
| $5B | -$2.9B | -37% | 7.03% | 113% | 883 | 24.46% |
|
| 610 |
CI
610
Cincinnati Insurance
Fairfield,
Ohio
| $4.99B | -$21M | -0.4% | 0.7% | 60.1% | 57 | 1.75% |
|
| 611 |
SV
611
Starboard Value
New York
| $4.99B | -$231M | -4% | 7.52% | 56% | 155 | 34.84% |
|
| 612 |
TSS
612
Two Sigma Securities
New York
| $4.99B | +$1.65B | +50% | 12.5% | 109% | 3,526 | 54.96% |
|
| 613 |
CII
613
Capital International Inc
Los Angeles,
California
| $4.98B | +$345M | +7% | 12.2% | 132% | 312 | 10.26% |
|
| 614 |
AAM
614
Advisors Asset Management
Monument,
Colorado
| $4.97B | +$53M | +1% | 5.34% | 91.8% | 1,519 | 7.24% |
|
| 615 |
TC
615
TwinBeech Capital
Purchase,
New York
| $4.94B | -$326M | -6% | 3.07% | 5.7% | 966 | 72.26% |
|
| 616 |
NC
616
Nicholas Company
Milwaukee,
Wisconsin
| $4.93B | +$255M | +5% | 9.74% | 65.7% | 228 | 8.33% |
|
| 617 |
SI
617
Scout Investments
Kansas City,
Missouri
| $4.92B | +$25.9M | +0.5% | 6.66% | 88% | 227 | 18.5% |
|
| 618 |
618
Credit Agricole
Montrouge Cedex,
France
| $4.91B | +$65.3M | +1% | 16.8% | – | 771 | 21.4% |
|
| 619 |
GCM
619
Geneva Capital Management
Milwaukee,
Wisconsin
| $4.91B | +$456M | +10% | 11.3% | 59.4% | 128 | 7.03% |
|
| 620 |
PA
620
Pinnacle Associates
New York
| $4.89B | +$300M | +7% | 8.35% | 139% | 799 | 8.76% |
|
| 621 |
HIIFS
621
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $4.88B | +$326M | +7% | 7.36% | 126% | 753 | 16.87% |
|
| 622 |
CM
622
Churchill Management
Los Angeles,
California
| $4.88B | +$744M | +18% | 5.95% | 84.4% | 139 | 23.74% |
|
| 623 |
BFM
623
Boothbay Fund Management
New York
| $4.87B | +$553M | +13% | 10.8% | 328% | 2,743 | 52.42% |
|
| 624 |
ZP
624
Zimmer Partners
New York
| $4.87B | -$99.7M | -2% | 1.89% | 67.7% | 123 | 59.35% |
|
| 625 |
JWBC
625
John W. Bristol & Co
New York
| $4.86B | +$660M | +16% | 12.4% | 82.5% | 86 | 6.98% |
|